Podcast

Future of commercial banking: Onboarding, payments, and RMs’ next chapter in the age of AI

4 September 2026
4 September 2026
41
mins

Commercial onboarding runs on a compliance tax, and every new client pays it before the relationship even starts.

In this episode of Banking Reinvented, Arun Ramamoorthy, Head of Commercial Banking at Backbase, moderates a panel built for anyone rethinking the commercial playbook. He's joined by five commercial banking leaders: Christine Martin of EverBank, Shannon Lambert-Habermehl of BOK Financial, Tom Collins of West Monroe, and Patricia Hines of Bank Tech Strategy.

The conversation opens on that compliance tax and doesn't slow down. Hear why the relationship manager's role is shifting, from transaction coordinator to trusted adviser. Tom Collins explains why banks need to choreograph digital and human interactions together.

From there, the discussion widens to cover client expectations and payments modernization, along with where AI adoption helps frontline teams do their jobs better. They get into fraud and risk alongside relationship forensics, closing on what working-capital management looks like once data moves in real time.

If you work in commercial banking, this episode gives you the questions worth asking at your own institution.

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Curious to find out more about AI in banking? Check out our content hub.

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Host
Presenters
Arun Ramamoorthy
Arun Ramamoorthy
Head of Commercial Banking, Backbase
Guest
Tom Collins
Tom Collins
Senior Partner - National Commercial Banking Practice at West Monroe
Christine Martin
Christine Martin
Head of Treasury Management at EverBank
Patricia Hines
Patricia Hines
Corporate Banking Technology Research and Advisory
Shannon Lambert-Habermehl
Shannon Lambert-Habermehl
COO, Commercial Banking at BOK Financial
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